Member Info for MaryBr190

Currency headwind

LFL sales below UBS

However US recovering nicely

Regionally, LFL growth was strongest in North America (+5.7%) and Europe (+3.0%), while the UK improved materially QOQ. Organic growth was achieved in all regions, led by North America with 13.7% growth. All three main segments - JD, Complementary Concepts and Sporting Goods & Outdoor - achieved LFL growth and the JD segment benefitted from new store openings to deliver 11% organic growth.

Adding if big down trimming if a bigup.

Strong, agile multi-brand model delivers 8.3% organic sales growth and 2.4% like-for-like sales growth in Q2

Will be an interesting open

Https://www.londonstockexchange.com/news-article/JD./jd-sports-fashion-plc-q225-trading-update/16630021

JD. Will always let you back in Tom. Patience is all.

A contrarian play today... may the giant awake from the recent trading range.

GLA

UBS says they expect 3% LFL growth with a "reassuring tone on its performance in North America, despite softer trends for its key vendor, Nike (NYSE:NKE). The key focus will be on its PBT guidance, which is likely to be raised to reflect the Hibbett acquisition."

Been trading this for many years, pick your entry, pick your exit, set up alerts, they all will fill and the spread widens and narrows - patience.

They were preparing for sale but it is now formal so that suggests more news will be coming soon as Helen iirc seemed so certain about the outcome.

"Strong +10.2% pricing on North America School Bus contracts is likely supportive for both disposal interest and valuation potential", analysts at Jefferies said in a note.

Burn-baby-burn

Ripe for a buyout.

Decided to trim 1/2 from sub 380p to over £4 as a hedge for buyback tomorrow, nice low average now to build again of add back if it sinks pre 1630. GL all.

The 75p spike may yet be the settler today.

OT

@JG re RANK yes, indeed, I trimmed an overbought position and want to rebuy as it is going higher. The DOW S&P pushing through all time highs ahead of a tame Jackson Hole confirming interest rates in Sep will move the dial.

I intent to add back big if the sub 70 is revisited but what a week so with so many. VANQ SFOR RNK MCG ENT GLEN and many more

I meant the mms. The directors are buying so many at 66p you would think that the SP would move well north of that. ie back towards the 80p level.

Nice Newbie - added all the way down to 50p and low 50s - so far great.

Me too but the double did not happen as the price did not react (for once) so only half that. May just cash up soon around 140/150p rather than wait.

JG is it me or are all the accumulators now bearing mega-fruit at once?

Did Helen just say that the provisions improvement was a writeback of overprovided German provisions? If so that is super and implies the bottom was too low.

The Cosmens better bid soon before the SP gets away from them.

What are we waiting for ?

Looks like the directors are going all in at 66p.

Seems that the sale of NA will be transformative.

Analyst trying to spike the conversation re the UK labour increases - shocking questions - must be a shorter - who did not listen to the presentation.

Cost savings and growth more than offset.

UK

1st half, loss was impacted by train strikes (-7m) so the improvement Helen is seeing is hidden in the figures (actually ahead in terms of what she is seeing. Strong turnaround in UK).

Lol at poor anal -syt backtracking.

Helen talks a good game.

"Impending potential sale of school bus"

She knows you know !

Takeaway - the sale WILL happen imho

The market will realise this soon.

70p today +